I live in Mexico, or plan to move
Initial guidance on documents and Mexican tax obligations based on your circumstances.
I need guidance ↗Your life in Mexico.
Your finances, clear.
Accounting and administration for people and businesses in Puerto Vallarta. Local guidance, in English and Spanish.
Let’s discuss your plans ↗Individuals · Companies · International residents
VALLARTA ADVISORYEverything in order.
Everything in order.
More peace of mind.
Your accounting↗
Your business↗
Your next step↗
English & Spanish supportLocal knowledge. International perspective.Accounting + Administration + Payroll
A new place.
A local partner.
Moving, investing or starting a business in Mexico brings questions. Our proposed approach helps you organize accounting and administration with a plan you can understand and follow.
I own a rental property
Organize income, expenses and supporting documents for your property’s accounting.
Organize my property ↗I run a business, or plan to start
Accounting, administration, payroll and compliance support for your operations.
Let’s talk business ↗The clarity you need
to move forward.
An initial service offering to be tailored to the team’s expertise and each client’s needs.
Accounting & taxes
Review income, expenses, CFDI invoices and bank movements; reconciliations and preparation of filings included in the agreed scope.
- Deliverable: Period summary, outstanding-items list and acknowledgements of submitted returns where included in the engagement.
Payroll & IMSS
Organize payroll changes, calculate payroll and review IMSS registrations, departures and updates within the agreed scope.
- Deliverable: Payroll summary, movement register and receipts or acknowledgements for agreed procedures completed.
Starting activities in Mexico
Review the activity, existing RFC status, documents and steps for RFC and e.firma procedures where applicable.
- Deliverable: Document checklist, procedure roadmap and obligations to discuss with the responsible accountant.
Rental property accounting
Reconcile income, fees and expenses; review CFDI invoices and supporting documents. Treatment depends on the rental model and tax circumstances.
- Deliverable: Property-level register, receipts reconciliation and missing-document checklist; tax filings when contracted.
Business administration
Organize receivables, payables, budgets and cash-flow tracking using available information.
- Deliverable: Management income and expense report, payment commitments and cash overview at the agreed frequency.
Review & catch-up
Inventory periods, filings and records; identify discrepancies and prioritize work before corrections begin.
- Deliverable: Outstanding-items assessment and phased proposal with scope, documents required and fees.
Understand first.
Then move forward.
Clear communication, a defined scope and follow-through on your next steps.
We understand your situation
We review your needs, existing documents and priorities.
We define a plan
You receive a proposal outlining services, responsibilities, timing and fees.
We work alongside you
We organize information and follow through on the agreed services.
Know what you will receive.
Examples of documents to define in your engagement. Illustrative structures, not client results or testimonials.
Monthly overview
Period reviewed · income and expenses · differences to clarify · next actions
Filing register
Procedure · period · submission date · acknowledgement · responsible person
Catch-up roadmap
Outstanding periods · missing records · priorities · scope and fees
Your life crosses borders.
Your Mexican accounts, explained.
English and Spanish support for Mexican activities, rental properties and businesses in Puerto Vallarta.
A move, a property or a business?
Start with your activity, where income arises, existing registrations and the periods you need to review. Immigration status and tax circumstances must be assessed separately.
Rental property owners
Organize rental agreements, platform reports, bank receipts and expenses. Long-term rentals and accommodation through platforms need a review appropriate to their model.
Operating a business in Mexico
Define monthly accounting, administration and payroll needs. Agree who supplies records, who reviews them and which reports or acknowledgements you receive.
The offering focuses on Mexican accounting. Coordination with your US or Canadian adviser can be defined in the engagement. We do not advertise US or Canadian tax-return preparation or assume credentials in those jurisdictions.
Support for US and Canadian clients ↗A clearer start.
A better-informed next step.
Practical guides on documents, rental records and business administration. Read in English or Spanish, with links to official sources.
RFC and e.firma in Mexico: prepare for your first consultation
A practical starting point for Americans and Canadians in Puerto Vallarta: questions, records and the difference between two procedures.
Read guide ↗Rental property records to organize in Puerto Vallarta
Prepare income, fees and supporting records before discussing your property’s accounting.
Read guide ↗Your first employee in Mexico: prepare payroll and IMSS
An organizational checklist for Puerto Vallarta businesses preparing to hire.
Read guide ↗Questions are a good place to start.
Do you work with US and Canadian clients?
The proposal includes English and Spanish support for Mexican accounting and administration. Scope is defined case by case.
Do you also prepare US or Canadian tax returns?
The initial offering focuses on Mexico. Obligations in another country require a specialist in that jurisdiction; coordination with your advisor can be considered.
How much do services cost?
Fees will depend on transaction volume, scope and the condition of records. Pricing has not yet been approved for this concept.
Tell us what’s
next for you.
A move, a property or a business? Let’s start with your situation.
Demo form. It does not send or store information. Contact details and responsible accountant to be confirmed.